CFP Consumer Cover

PERSONAL FINANCIAL PLANNING

A GUIDE TO STARTING YOUR PERSONAL FINANCIAL PLAN

THE CERTIFICATION TRADEMARK ABOVE IS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. IN THE UNITED STATES

AND IS AWARDED TO INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD'S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.

WHY YOU NEED A FINANCIAL PLAN

HOW TO GET STARTED

HOW TO CHOOSE A FINANCIAL PLANNER

5 BRING YOUR FINANCES TOGETHER 6 WHY YOU NEED A FI NANCIAL PLAN

The benefits The process 8 HOW TO GET STARTED Setting financial goals Tips for success 11 HOW TO CHOOSE A FINANCIAL PLANNER Why choose a Certified Financial PlannerTM professional? What to expect Finding a CFP? professional What to ask Financial self-defense 19 ABOUT CFP BOARD

3 LETSMAKE

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